BWP
GRID

Balboa Wealth Partners’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Balboa Wealth Partners’s Portfolio GRID Stock Details GRID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$870K Buy
4,539
+2,389
+111% +$449K 0.12% 144
2026
Q1 		$352K Buy
+2,150
New +$357K 0.06% 268

Other funds holding GRID

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Balboa Wealth Partners's GRID Position: Q2 2026 in Review

Balboa Wealth Partners increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 111% in Q2 2026, buying an estimated $449K and bringing the position to 4,539 shares worth $870K. The position accounts for 0.12% of the portfolio, ranked #144.

Balboa Wealth Partners first reported a position in GRID in Q1 2026 and has held it in 2 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Balboa Wealth Partners held 4,539 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $870K as of Q2 2026.
  • Balboa Wealth Partners bought 2,389 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $449K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.12% of Balboa Wealth Partners's portfolio in Q2 2026, its #144 holding.
  • Balboa Wealth Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.